Sync customer information to Marketo

Introduction

It can be difficult to use Kintone as a marketing automation tool with only its current standard features. To resolve this issue, this article introduces how to integrate Kintone with Marketo, a powerful marketing automation tool.

Integration Overview

An overall image of the structure of the integration between Kintone and Marketo is shown below.

This tutorial introduces the customization involved in steps 2 and 4 of the above diagram. When a customer is added to Marketo, a record is also added to Kintone with the same customer information. Additionally, a button is created on the Record Details page to update the Marketo lead.

Preparing the Kintone App

Create a Sales Leads Management App from the Kintone Marketplace. For help with creating Apps from the Kintone Marketplace, refer to Creating an App from the Marketplace in the Kintone Help.

Navigate to the created App, and click on the gear icon to open the App Settings.

Click on the App Settings tab and click on API Token to generate an API token. Check Add records to give the API token permission to add records to the App. Make note of the generated API token as it will be used later.

Go back to the Form tab and add a Number field to store the Marketo Lead ID. Name the field, Lead ID and the field code, leadID.As the Marketo Lead ID is a unique key, check the Prohibit duplicate values option for this number field, from the number field's settings.

Next, add a Radio Button field. Name the field, Priority and the field code priority. Then, give the field the options A, B, and C.

Field Type

Field Name

Field Code

Radio Button

Priority

priority

Number

Lead ID

leadID

Additionally, change the field codes of the following existing fields as shown in the table.

Field Name

Field Code

Organization Name

companyName

Department

department

Contact Name

contactName

Email

mail

Telephone #

tel

After completing the set up, save the form and click on the Activate App / Update App button to reflect the changes to the App.Take note of the App ID of the Kintone App. This can be found in the URL of the App, which follows the following format: https://{subdomain}.kintone.com/k/xx/. The App ID can be found in the xx part of this URL.

Preparing Marketo

Create an Access API Role

Refer to the Marketo Developer Website for information on how to add users that will call Marketo REST APIs.At the Create New Role stage, check Access API to give the necessary role permissions.

Next, create a LaunchPoint and make a note of the Client ID and Client Secret. They will be used later.

In the Web Services section, check the REST API Endpoint and Identity. Make a note of these by referring to the locations shown in the following link and image.

Create a Marketo Webhook

The webhook creation screen opens as shown below .(4) Set the URL as follows, replacing {subdomain} with the name of the Kintone subdomain to integrate with Marketo.https://{subdomain}.kintone.com/k/v1/record.json(5) Select POST as the Request Type.(6) For the Template, paste in the JSON sample template and change the value of the app key to the Kintone App ID created in the Preparing the Kintone App section.(7) Select JSON as both the Request Token Encoding and Response type.

JSON Sample Template

(8) Set a Custom Header.

In the pop-up, set Content-Type to application/json and set X-Cybozu-API-Token to the API token generated in the Preparing the Kintone App section.

Click SAVE to create the Marketo webhook.

Run the created webhook when new customers are created

Click the logo icon in the upper-left corner of the Marketo screen. Go to (1) Marketing Activities and select (2) the workspace to run the webhook, and (3) Create a New Smart Campaign.

The Folder and Name fields can be set to any desired value.

After creating a smart campaign, in the (4) Smart List tab, select the (5) Person is Created trigger and drag it to the open space on the left.

Similarly, drag Call Webhook to the open space in the (6) Flow tab and select the webhook created in the Create a Marketo Webhook section from the drop-down menu.

Finally, click (7) Activate in the Schedule tab.

The setup of the data flow from Marketo to Kintone is now complete.

Kintone Customization

Sample Codes

Save the following Sample Code as a JavaScript file by copying and pasting the code into a text editor and saving with the .js extension.

In lines 7-10, replace the values of the client ID, client secret, Identity URL, and Endpoint URL with values that were noted during preparation.

JavaScript and CSS Customization

Click on the App's gear icon to access the App's settings. Then, click on the App Settings tab and click the JavaScript and CSS Customization settings to set the various necessary files as shown below. For detailed instructions on adding JavaScript and CSS files to a Kintone App, see Customizing Kintone with JavaScript & CSS in the Kintone Help.

connect-to-Marketo.js refers to the Sample Code created in the previous section. The other files are explained below.

Kintone UI Component

The Kintone UI Component is used to display the Marketo Lead update button and spinner.Download the JavaScript and CSS files from GitHub and apply them to the App. Check Kintone UI Component for instructions on usage.

createPutButton

putLeads

kintone.proxy() calls Marketo's REST API to update the Marketo Lead.As Marketo's REST API is an Upsert API that executes creating and updating with the POST method, the POST method is also used when updating.Please check the documentation for more details.

buttonAction

Finally

Kintone and Marketo have been integrated to register leads into Kintone as they are registered in Marketo, and to update the Marketo lead at the click of a button. The following customizations can be implemented as well:• Updating Marketo lead when changing the Kintone Record status• Updating Marketo lead when changing the values of a Kintone record• Displaying the Marketo lead score on the Kintone record details page in real timeIn addition to the lead information, Marketo's REST API is abundant in many other functions as well.For details, please check the following Marketo Developer website.http://developers.marketo.com/

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